Final Expense Telesales Tips

[NSRH]

For those of us who've already been living in this final telesales telesales world, I thought it would be a good idea to share tips, carriers, and lead vendors to our cohorts to help them during these uncertain times.

Whats your favorite carrier?

Whats your favorite kind of lead?

What tips do you have?

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My favorite carrier is American Amicable because of the ease of doing business. Although, I am finding, that many other carriers are getting better daily.

The best lead for telesales is still TV. However, Facebook lead costs have CRASHED. This is a great time to jump in and get leads for $2-$3. I wouldnt use a vendor only to pay 200% more. Research and do it yourself.

Heres my tip. Dont go back through all your old leads and think you are going to resurrect intrest. Buy new leads, and buy alot of them.

 

[damadcrapper]

Dave Duford (Rearden) has a great video on Youtube and also posted on this site

 

[Rearden]

Dave Duford (Rearden) has a great video on Youtube and also posted on this site

Thanks for the layup =)



Hope some vendors will reduce price on FB leads now. $20+ retail is a bit too much.

 

[damadcrapper]

We all owe you - great material.

 

[JRoot]

Great idea.

Favorite telesales carriers: RNA, Prosperity and Trinity. SS billing + voice sign for all 3.

Favorite lead: Real-time telemarketed call back with verified checking, ages 50-79 and agrees to speak with an agent. Basically telemarketers calling on DNC scrubbed and TCPA verified data to call on (old FB leads or Journaya/Trusted Form verified) + scrubbed against TCPA Blacklist Alliance and inputting into a form to serve it up in a CRM immediately.

Tip:

You need proper training and sales systems to make telesales work. If you take your DM leads and try to sell them over the phone with your typical f2f presentation, you'll fail. If you buy internet leads and don't have proper sales training or sales systems, you'll fail.

My advice is either partner with a telesales-focused agency with an open release policy (hey, telesales isn't for everyone) or wait it out. Don't waste any time/money unless there's a proven system in place.

 

[WinoBlues]

Good Stuff. I hope others add to it.

I will add my unconventional ideas.

As it appears there are going to be many spouses, students and relatives home. Use them to update your contact manager. A quick call from one of them to your book of business to update the information will get request for quotes. For themselves and relatives.

At a minimum you will get text, email and beneficiary contact info for drip marketing.

 

[NSRH]

Good Stuff. I hope others add to it.

I will add my unconventional ideas.

As it appears there are going to be many spouses, students and relatives home. Use them to update your contact manager. A quick call from one of them to your book of business to update the information will get request for quotes. For themselves and relatives.

At a minimum you will get text, email and beneficiary contact info for drip marketing.

Great idea.

We do "soft touches" twice a year. Typically on birthdays and policy anniversary dates.

We call to just brighten their day.

I love the idea of calling on clients for no reason during this time to just ask if they are doing ok.

 

[shonceman]

Great idea.

We do "soft touches" twice a year. Typically on birthdays and policy anniversary dates.

We call to just brighten their day.

I love the idea of calling on clients for no reason during this time to just ask if they are doing ok.

I had a client call me last night to see if my wife and I were ok. I can't tell you what an emotional lift that was!

 

[Life Hawk]

Good Stuff. I hope others add to it.

I will add my unconventional ideas.

As it appears there are going to be many spouses, students and relatives home. Use them to update your contact manager. A quick call from one of them to your book of business to update the information will get request for quotes. For themselves and relatives.

At a minimum you will get text, email and beneficiary contact info for drip marketing.

I've had 4 claims in the past 2 months. This is a great idea for reconnecting.

We do "soft touches" twice a year. Typically on birthdays and policy anniversary dates.

We call to just brighten their day.

Are you using the CAM system for your cms?

 

[WinoBlues]

We do "soft touches" twice a year.

When we soft touch them we do a lite review = face, prem, Beneficiaries. Beneficiary is where the magic is.